1 Download the Customer List Template

Click once on the green button to download the file, then save to your computer or device.

⤓ Download

Filename: customer-list.xlsx

Return to the Customer List Template page to learn more about this template.

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2 Need Help? Ask AI (ChatGPT, Copilot, Agent Mode, etc)

AI Agents have become increasingly useful for Excel. You can also use ChatGPT and other AI tools to help you understand concepts and answer basic Excel questions.

Sample Prompts for AI:

  • I downloaded the Customer List Template from Vertex42.com. How should I get started using this template?
  • Please explain how loan, interest, and repayments work.
  • What are some tips for using the Customer List Template that can help me get the most out of it?
  • I can't seem to edit the background color in an Excel file. What might be causing that, and how do I edit the color?

3 Learn More About Excel!


4 Try More Templates

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Invoice Manager Invoice Manager
Create and track invoices using this powerful invoice management spreadsheet [Free trial version].
► More Invoice and Billing Templates

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